The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets [NOOK Book]

Overview

The Ivy Portfolio shows step by step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. Using the endowment Policy Portfolios as a guide, the authors illustrate how an investor can develop a strategic asset allocation using an ETF-based investment approach.

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This Book

Overview

The Ivy Portfolio shows step by step how to track and mimic the investment strategies of the highly successful Harvard and Yale endowments. Using the endowment Policy Portfolios as a guide, the authors illustrate how an investor can develop a strategic asset allocation using an ETF-based investment approach.

Editorial Reviews

From the Publisher

"The most useful recent book could be The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets, by money managers Mebane Faber and Eric Richardson, who work at Cambria Investment Management. They analyze how the endowments of Harvard and Yale posted such world-beating performance. Then they offer a simplified model that regular people can adopt." (BusinessWeek, April 9, 2009)

"Markets left investors almost no place to hide last year, with nearly every asset class heading south. Money manager Mebane Faber of Cambria Investment Management outperformed by a mile, however.... Faber is co-author of the The Ivy Portfolio, which details his approach. Following the investment tenets of the Harvard and Yale endowments (which until last year both had sterling performance) but without using their riskier alternative assets, he demonstrates how to outperform with lower volatility." (Barron's, April 27, 2009)

"Does The Ivy Portfolio deserve a spot on Dad's bookshelf? With its graphics, tables and step-by-step guidance, the book is often more straightforward than a college financial aid form." (Wall Street Journal, June 16, 2009)

"We all know that the most impressive investment returns are from endowment funds and in particular, Yale and Harvard. Faber and Richardson take us inside these two funds and show us how to replicate that model for our portfolios. The Ivy Portfolio is an easy-to-read and -understand book that will make the process of asset allocation and investment easier for readers. And in light of the recent market turmoil, its lessons are even more important."
—John Mauldin, author of the bestselling Bull's Eye Investing and the weekly newsletter Thoughts from the Frontline

"Meb Faber makes a most compelling case for quantitative active asset allocation. Investors of all levels of sophistication will benefit handsomely from the insights and analyses presented in The Ivy Portfolio."
—Rob Arnott, Chairman, and Jason Hsu, Chief Investment Officer, Research Affiliates; coauthors of The Fundamental Index: A Better Way to Invest

Related Subjects

Meet the Author

Mebane T. Faber, CAIA, CMT, is the Portfolio Manager atCambria Investment Management where he manages equity and globaltactical asset allocation portfolios and the Cambria GlobalTactical ETF (GTAA). He is a frequent speaker and writer oninvestment strategies and authors the World Beta blog.

Eric W. Richardson, JD, is the founder and CEO of CambriaInvestment Management. He serves as the co-manager of the globaltactical asset allocation portfolios and the Cambria GlobalTactical ETF (GTAA).

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Customer Reviews

Anonymous

Posted November 11, 2009

Outstanding book that I am going to now use to reallocate my retirement portfolio

This book is outstanding. Its actually just the type of book I've been hoping to find for quite a long time. Other asset allocation books are either too technical or don't actually outline asset allocation plans. This book provides excellent information that is complex yet usable. Highly recommend.

3 out of 3 people found this review helpful.

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